6930 results found
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Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
5 votes -
[Zendesk sell] sync pandadoc and zendesk sell contacts
sync pandadoc and zendesk sell contacts
5 votes -
5 votes
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Sequence number change
Possibility to change sequence number after the document has been sent.
5 votes -
Payment block without configured gateways
Option to use Payment block without configured gateways.
5 votes -
5 votes
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5 votes
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Remove Email Notifications When Sending on Behalf
Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.
5 votes -
5 votes
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Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
4 votes -
Webhook UUID in the payload
Please add "UUID" of the webhook in the webhook payload.
4 votes -
In the Document SEND API endpoint,add a new [reply-to] input parameter
In the Document SEND API endpoint, it would be helpful to include a new [reply-to] input parameter, that designates where any potential email response messages goes to. Useful for embedded (and/or whitelabeled) secnarios, where the sender may not be a "real" email address.
4 votes -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
4 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
4 votes -
Instalments: ability to set a flat installment amount
Ability to set a flat installment amount instead of percentages
4 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
Option to change the font size for fields under the Design tab
Option to change the font size of fields at once using the Design feature rather than doing it one field at a time in the template/document.
4 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes -
4 votes
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Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes
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